Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$28,977,649
-$3,013,611 QoQ
Shares Held
176,081
-2.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 45.615370198942536.ToString("F0")%
Shared 0.9416120989771752.ToString("F0")%
None 53.4430177020803.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $137,613,548 across 23 Capital Markets names. MS ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
45,849 | $38,787,794 | |
| 2 | MS |
Morgan Stanley
This page
|
176,081 | $28,977,649 | |
| 3 | SCHW |
Schwab Charles Corp
|
203,775 | $19,150,772 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
33,984 | $10,223,405 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
90,217 | $8,607,603 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
70,884 | $4,912,260 | |
| 7 | SF |
Stifel Financial Corp
|
59,312 | $4,384,341 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
55,423 | $3,717,219 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,977,649 | 176,081 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,991,260 | 180,202 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $28,659,692 | 180,295 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $25,358,460 | 180,026 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $20,673,806 | 177,199 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,497,490 | 170,995 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,600,193 | 168,843 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $15,888,232 | 163,476 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,092,623 | 160,287 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,242,004 | 174,177 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||